Regal Wealth Group’s Atmos Energy ATO Stock Holding History

Regal Wealth Group’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-683	Closed	-$67K	–	68
2021 Q1	$67K	Buy	683 +5	+0.7%	+$455	0.04%	77
2020 Q4	$65K	Buy	+678	New	+$65.4K	0.04%	80

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Regal Wealth Group's ATO Position: Q2 2021 in Review

Regal Wealth Group sold out of Atmos Energy (ATO) in Q2 2021, closing a stake of 683 shares — an estimated $67K sold.

Regal Wealth Group first reported a position in ATO in Q4 2020 and held it in 2 quarters. The position peaked at $67K in Q1 2021. 547 funds tracked by Wall St. Rank hold ATO as of Q2 2021.

Regal Wealth Group reported no remaining Atmos Energy position as of Q2 2021 after selling out during the quarter.
Regal Wealth Group sold 683 Atmos Energy shares in Q2 2021, an estimated $67K.
Regal Wealth Group first reported a position in Atmos Energy in Q4 2020 and held it in 2 quarters.
Regal Wealth Group's Atmos Energy position peaked at $67K in Q1 2021.
547 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2021.

Based on Regal Wealth Group's 13F filing for Q2 2021, filed 2 Aug 2021.